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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,139 | $65,395-93.7% | $182,540-97.7% | $72,975-94.3% |
| Participation rate | 26.9% | 65.4%-38.5pp | 78.0%-51.1pp | 69.5%-42.6pp |
| Annual return | 9.57% | 27.68%-18.1pp | 148.58%-139.0pp | 81.01%-71.4pp |
| Employer contribution / active EE | $454 | $1,911-76.2% | $4,076-88.9% | $2,440-81.4% |
| Participant deferral / active EE | $655 | $3,563-81.6% | $5,525-88.1% | $3,608-81.8% |
| Admin fee / account holder | $748 | $4,245-82.4% | $8,593-91.3% | $5,124-85.4% |